Classify a document as Approved
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Save the uploaded document with status approved.
Where to goAdmin Area → Licence Applications → Case → Upload Document → Document status
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify module activation and the stated permission before attempting the action.
- Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.
What this guide helps you do
Save the uploaded document with status approved. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the case upload form.
- Select Approved from Document status.
- Select the correct file and complete type/notes/expiry.
- Upload.
- Check the status beside the document.
Fields and options
Stored valueapproved
Status labelApproved
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-admin-documents/
Rules and limits
- The status is assigned at upload time.
- The supplied controller has no later document-status edit action.
Check it worked
- Classify a document as Approved completes through the supplied module flow.
- Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.
Security, privacy and operational checks
- Use the least-privilege account that has the stated permission.
- Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.
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